Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity Fidelity Small-Cap Value Fund in their Schedule of Assets, totaling $26.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSA ABLOY INCORPORATED ASSA ABLOY INC. RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 14,342 | $1.3B | $10.8M |
| 2 | UNDER ARMOUR, INC. UNDER ARMOUR 401(K) PLAN | BALTIMORE MD | 12,621 | $382.2M | $3.6M |
| 3 | CONSOR ENGINEERS, LLC CONSOR ENGINEERS 401(K) PLAN |
MIAMI FL |
| 1,712 |
| $222.7M |
| $2.3M |
| 4 | KONIAG, INC. KONIAG RETIREMENT PLAN | ANCHORAGE AK | 3,701 | $130.5M | $1.7M |
| 5 | SIXTH STREET PARTNERS, LLC SIXTH STREET RETIREMENT PLAN | DALLAS TX | 604 | $143.5M | $1.5M |
| 6 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $1.0M |
| 7 | SIBLEY MEMORIAL HOSPITAL SIBLEY MEMORIAL HOSPITAL 401(K) PLAN | WASHINGTON DC | 2,239 | $228.5M | $1.0M |
| 8 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $946K |
| 9 | KONIAG, INC. KONIAG 401(K) SAVINGS PLAN | ANCHORAGE AK | 406 | $62.9M | $778K |
| 10 | NATIONAL ENDOWMENT FOR DEMOCRACY NATIONAL ENDOWMENT FOR DEMOCRACY 403(B) RETIREMENT PLAN | WASHINGTON DC | 288 | $71.5M | $575K |
